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ETRE LLC
135 Garden Street
Cambridge, Massachusetts 02138-6721
Tel: 617-945-9401
About ETRE LLC
ETRE LLC, formally registered with the SEC as ETRE LLC. The firm was established in 04/29/2022. They have over 1 offices throughout the country.
ETRE LLC is a Cambridge, Massachusetts based Financial Planning firm with nearly $172,662,645 assets under management, offering retirement planning & investment advisory services to 54 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121355 |
| SEC# | 801-124815 |
| Assets Managed by Firm | $172,662,645 |
| No. of Clients | 54 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 54 | $172,662,645 |
| Individuals (other than high net worth individuals) | 10 | $4,343,679 |
| High net worth individuals | 44 | $168,318,966 |
More Retirement Planning firms in Cambridge, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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